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078 How To Build Your Accounting Firm Tech Stack

Jason On Firms Podcast

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How to Make the Right Decision for Your Firm

When you run a firm, you have tunnel vision for just what you do and the paradigms that kind of your team is working within. The tools will not support all those different workloads the same way. It's okay to go into a new system with some really great client facing upsides. But if you put that system in front of your clients day one,. You're gonna look like a big old dummy when you pull that rug right back out and be like, "We're actually gonna go back to this other system" Lissio exists where they are purely a client interaction layer.

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